Delta Investment Management, LLC Incresed Positions in Q3 2024

Delta Investment Management, LLC

  • $433 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
608K
+ 4592.93%
$36.82 - $39.74 $22.4M - $24.1M
621K $24.7M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
530K
+ 237.66%
$22.94 - $23.16 $12.1M - $12.3M
752K $17.4M
IVV
Ishares Core S&P 500 ETF

ETFs
5.48K
+ 29.57%
$520.18 - $576.82 $2.85M - $3.16M
24K $13.8M
VGSH
Vanguard

ETFs
43.7K
+ 11.66%
$57.74 - $59.13 $2.52M - $2.59M
419K $24.7M
SHV
Ishares Tr

ETFs
16K
+ 7.79%
$110.05 - $110.63 $1.76M - $1.77M
222K $24.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
753
+ 3.59%
$405.19 - $478.57 $305K - $360K
21.7K $10M
LBRDA
Liberty Broadband Corp

Communication Services
9.93K
+ 32.54%
$52.22 - $77.82 $519K - $773K
40.4K $3.11M
JEPI
J P Morgan Exchange Traded Fd

ETFs
16.8K
+ 20.95%
$54.98 - $59.51 $923K - $999K
96.9K $5.77M
TSLA
Tesla, Inc.

Consumer Cyclical
1.4K
+ 18.97%
$191.76 - $263.26 $268K - $368K
8.75K $2.29M
SPY
Spdr S&P 500 ETF Trust

ETFs
626
+ 7.9%
$517.38 - $573.86 $324K - $359K
8.55K $4.9M
EPD
Enterprise Products Partners L.P.

Energy
16.1K
+ 5.49%
$27.88 - $30.0 $448K - $482K
309K $8.99M
AMT
American Tower Corp

Real Estate
1.52K
+ 116.81%
$192.27 - $242.73 $293K - $369K
2.83K $656K
VPC
Etfis Ser Tr I Virtus Private

ETFs
18.6K
+ 25.92%
$21.71 - $23.14 $403K - $429K
90.1K $2.01M
MAIN
Main Street Capital Corp

Financial Services
7.42K
+ 55.8%
$47.05 - $52.25 $349K - $388K
20.7K $1.04M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
6.98K
+ 24.05%
$39.37 - $41.68 $275K - $291K
36K $1.49M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
12.2K
+ 26.23%
$23.04 - $24.06 $282K - $294K
58.9K $1.42M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
15.5K
+ 25.42%
$18.19 - $18.81 $281K - $291K
76.3K $1.44M
NVDA
Nvidia Corp

Technology
3.23K
+ 8.99%
$98.91 - $134.91 $320K - $436K
39.2K $4.75M
MA
Mastercard Inc

Financial Services
327
+ 12.45%
$429.6 - $500.99 $140K - $164K
2.95K $1.46M
V
Visa Inc.

Financial Services
707
+ 8.94%
$253.74 - $291.56 $179K - $206K
8.62K $2.37M
LLY
Eli Lilly & CO

Healthcare
359
+ 26.11%
$772.14 - $960.02 $277K - $345K
1.73K $1.54M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.44K
+ 10.68%
$50.25 - $50.74 $273K - $276K
56.4K $2.86M
GBIL
Goldman Sachs Access Treasury

ETFs
2.49K
+ 8.55%
$99.7 - $100.3 $249K - $250K
31.7K $3.18M
RSP
Invesco S&P 500 Equal Weight E

ETFs
35
+ 0.22%
$162.83 - $179.16 $5.7K - $6.27K
15.9K $2.85M
LOW
Lowes Companies Inc

Consumer Cyclical
100
+ 2.64%
$213.3 - $270.78 $21.3K - $27.1K
3.89K $1.05M
MET
Metlife Inc

Financial Services
464
+ 3.4%
$67.96 - $82.48 $31.5K - $38.3K
14.1K $1.16M
URI
United Rentals, Inc.

Industrials
73
+ 8.88%
$627.41 - $814.1 $45.8K - $59.4K
895 $724K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
5.03K
+ 26.37%
$28.11 - $29.42 $141K - $148K
24.1K $708K
JNJ
Johnson & Johnson

Healthcare
76
+ 0.78%
$145.48 - $167.38 $11.1K - $12.7K
9.82K $1.59M
NOW
Service Now, Inc.

Technology
63
+ 6.6%
$730.87 - $937.36 $46K - $59.1K
1.02K $910K
CB
Chubb LTD

Financial Services
389
+ 28.56%
$252.51 - $292.2 $98.2K - $114K
1.75K $504K
RDVY
First Trust Rising Dividend Ac

ETFs
1.97K
+ 23.19%
$53.68 - $59.24 $106K - $117K
10.5K $620K
META
Meta Platforms, Inc.

Communication Services
10
+ 0.47%
$453.41 - $572.44 $4.53K - $5.72K
2.14K $1.23M
PHM
Pultegroup Inc

Consumer Cyclical
463
+ 20.68%
$103.95 - $144.98 $48.1K - $67.1K
2.7K $387K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
10.5K
+ 12.93%
$15.5 - $16.99 $162K - $178K
91.3K $1.51M
TMUS
T Mobile Us, Inc.

Communication Services
342
+ 18.0%
$175.14 - $206.36 $59.9K - $70.6K
2.24K $462K
CL
Colgate Palmolive CO

Consumer Defensive
958
+ 23.43%
$95.54 - $108.77 $91.5K - $104K
5.05K $523K
AXP
American Express CO

Financial Services
143
+ 6.49%
$225.92 - $271.17 $32.3K - $38.8K
2.35K $636K
VICI
Vici Properties Inc.

Real Estate
1.19K
+ 6.42%
$27.64 - $34.08 $33K - $40.7K
19.8K $658K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.08%
$245.82 - $304.51 $492 - $609
2.45K $746K
GS
Goldman Sachs Group Inc

Financial Services
199
+ 40.2%
$459.02 - $510.25 $91.3K - $102K
694 $343K
QUAL
Ishares Msci Usa Quality Facto

ETFs
536
+ 24.88%
$162.64 - $179.3 $87.2K - $96.1K
2.69K $482K
PM
Philip Morris International Inc.

Consumer Defensive
3
+ 0.06%
$101.25 - $127.45 $304 - $382
5.34K $648K
AMD
Advanced Micro Devices Inc

Technology
632
+ 41.97%
$128.67 - $183.96 $81.3K - $116K
2.14K $350K
IJK
Ishares S&P Midcap 400 Growth

ETFs
964
+ 25.66%
$84.81 - $93.54 $81.8K - $90.2K
4.72K $434K
HD
Home Depot, Inc.

Consumer Cyclical
81
+ 7.21%
$333.64 - $405.2 $27K - $32.8K
1.2K $487K
EWBC
East West Bancorp Inc

Financial Services
11
+ 0.11%
$70.41 - $88.25 $775 - $971
9.93K $821K
OKE
Oneok Inc

Energy
2
+ 0.03%
$78.62 - $95.27 $157 - $191
7.41K $674K
FLS
Flowserve Corp

Industrials
863
+ 14.67%
$44.46 - $52.53 $38.4K - $45.3K
6.74K $348K
Activity Summary
Buys All Purchases 132 New Holdings 47 Increased Positions 85 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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